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Otivo expands C-suite following super demand ‘surge’

The digital advice provider has announced several new appointments to bulk out its leadership team in the wake of receiv...Read More

Advisers to benefit from AdviserLogic platform integration

FirstChoice platform users will now be able to cut time spent on administration by utilising the platform’s new integr...Read More

Advisers favour managed accounts for efficiency boost

According to a pair of industry veterans, recent years have seen advisers become increasingly reliant on managed account...Read More

Affordable advice ‘central’ to aged care confidence

With the Australian aged care system expected to undergo considerable changes in the coming years, access to affordable ...Read More

Adviser hit with 3-month suspension over ROA misuse

The FSCP has handed down a three-month suspension to a financial adviser for incorrectly using three clients’ records ...Read More

Are ‘proactive’ paraplanners the key to boosting client capacity?

As client capacity has become a top concern for advisers, could paraplanners be the answer to reducing their workload an...Read More

Morningstar expands AdviserLogic team

The advice tech company has appointed two new members to its AdviserLogic team, which it says further solidifies its “...Read More

‘Bright future ahead’ for post-royal commission advisers

While the royal commission marked the beginning of a challenging period for financial advisers, with the benefit of hind...Read More

Sequoia prioritising organic growth for FY24–25

The financial services group has said it will focus on growing its licensee services market share organically, among oth...Read More

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